Notes can be attached to Value items that require additional details. Value Notes are added in a similar fashion as Case Notes and will now display in the Notes Tab of a Case.
NOTE: You must have Add permission to Case > Value Tab to add Value Notes.
To add a new Value Note to a Value item:
Select the Value item from the list view of the Value Tab in the desired Case.
On the detail view, scroll down to the Notes section.
Click the add icon
to open a new Notes detail view screen.
On the Note detail view, enter the following details for the new Value Note:
Date/Time – Today's date and the current time using the Time Zone set in your Staff Profile is displayed as the default. Click the calendar icon to change the date, if needed. Click the up and down arrow buttons to increase or decrease the hour and/or minutes. Click the AM/PM box to change, as needed.
Staff – The Staff Code of the logged-in staff will display as the default. Active Staff Codes and Full Names will display in the dropdown. A staff must be selected in order to save the Value Note.
Topic – Select a topic for the Value Note. Topics are defined in the Note Topics Mini Directory. This is a required field.
Attachments – Click the + Add button to display the browse file window to select a file. Only one file can be added at a time. Click the button again to add additional files.
Note Body – Enter the desired note into the required text field. There is no technical character limit to this field. Use the rich text menu to apply formatting, such as font size, color, and paragraph alignment. Refer to Adding a Note for more details.
5. Click the Save button to save changes. You will be returned to the Value item detail view. Each added Value Note will be assigned the next sequential Entry number.
6. The saved Value Note will also display in the Notes Tab for the Case and given a Type of "Value". Value notes can be easily filtered using the Value type in the Case Notes Tab.
7. All attachments will be added to the Documents Tab of the Case.
